See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.6+ years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,425 | $63,745-22.5% | $98,442-49.8% | $79,386-37.7% |
| Participation rate | 36.3% | 69.9%-33.6pp | 73.3%-37.1pp | 70.7%-34.5pp |
| Annual return | 27.83% | 625.80%-598.0pp | 1492.73%-1464.9pp | 116.85%-89.0pp |
| Employer contribution / active EE | $194 | $2,557-92.4% | $2,960-93.5% | $2,427-92.0% |
| Participant deferral / active EE | $1,919 | $3,303-41.9% | $4,276-55.1% | $4,046-52.6% |
| Admin fee / account holder | $45 | $516-91.2% | $5,949-99.2% | $626-92.8% |